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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,852 | $112,915+1.7% | $90,965+26.3% | $158,950-27.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.60% | 215.75%-213.2pp | 134.57%-132.0pp | 302.91%-300.3pp |
| Employer contribution / active EE | $5,261 | $2,894+81.8% | $2,122+147.9% | $4,762+10.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $408 | $8,044-94.9% | $5,960-93.2% | $11,248-96.4% |